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Top 5 Questions to Ask Before Buying Any Investment

March 20, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

It has never been easier or cheaper to buy investments on your own. Websites like: E Trade, Scott Trade, Vanguard. Apps like: Robin Hood, Acorns All allow you to trade at the click of a button. But does that mean […]

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Our Favorite Articles of the Week 03-17-2017

March 17, 2017 Jared Friedman CFP®Favorite Articles, Financial Planning

Here are our Favorite Articles of the Week The Writer Who Uncovered The Nazis’ Drug Use  Wow, Interesting Regret Less, Act on Your Wish List Now  Must Read! Business Advice from a 1 Year Old Great Post 7 psychological quirks […]

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What Does Qualified Plan Mean?

March 17, 2017 Jared Friedman CFP®Financial Planning, Frequently Asked Questions

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. What does the term “qualified plan” mean? […]

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When Paying My Bills Is Not Enough

March 15, 2017March 16, 2017 Jared Friedman CFP®Financial Planning

The 27th of every month you can hear me grumbling a little bit.  At some point on that day, I will be paying my bills. Mortgage Childcare Electric Water Cable . . . I have a checklist to hit every […]

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Active Vs Passive Portfolio Management

March 13, 2017June 18, 2018 Jared Friedman CFP®Investing Intelligence

Active vs. Passive Portfolio Management One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark […]

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The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

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Advisory Services offered through Redwood Financial Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Redwood Financial Planning and its representatives are properly licensed or exempt from licensure.

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